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John K

Series 65

Scottsdale, AZ

Delta Investment Management, LLC

John Kieber is a financial advisor with Delta Investment Management, LLC in Scottsdale, AZ, holding a Series 65 license and 12 years of industry experience. He has worked at Delta since 2019 and previously was employed at Brookstone Capital Management LLC and United Retirement Advisors Group. In addition to his advisory role, Mr. Kieber is a managing member of URA Group AZ L.L.C., where he spends substantial time providing clients with a variety of financial products. Delta Investment Management offers discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple strategies, including tactical ETF rotations and a concentrated growth equity mandate, and serves clients with a wide range of account sizes, often acting as a subadvisor to other investment advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments
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Steven M

Series 65

Scottsdale, AZ

Delta Investment Management, LLC

Steven Mallory is a Series 65 licensed advisor at Delta Investment Management, LLC with eight years of industry experience. He has worked at Delta since 2019 and previously at Brookstone Capital Management LLC. Mr. Mallory is also a Managing Member of URA Group AZ L.L.C., an investment-related financial services company. Delta Investment Management provides discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts, and pension plans. The firm utilizes a blend of quantitative macro analysis, fundamental research, and technical indicators to run multiple distinct strategies, including ETF-based tactical approaches and concentrated equity mandates.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments
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Peyton M

Series 66, Series 65

Scottsdale, AZ

Delta Investment Management, LLC

Peyton Mallory is a financial advisor with Delta Investment Management, LLC in Scottsdale, AZ. He holds Series 66 and Series 65 licenses and has one year of industry experience. Prior to joining Delta, Mallory worked at Marcus & Millichap and RSM US LLP, and he has been involved with URA Group AZ L.L.C. since 2018. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across several investment strategies, serving clients with a minimum account size of $50,000.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments
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